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Templates

Templates turn any recurring document (a proposal, a status report, a statement of work, a résumé) into a reusable fill-in-the-blanks structure. You define the parts that stay the same and mark the parts an AI agent should write. Then you can generate a finished document in seconds and publish it as a PDF or Word file.

A template is made of blocks: headings, paragraphs, lists, images, and tables. Each block is either Locked (kept exactly as written) or Editable (an agent fills or revises it based on a short description you provide). When you use a template, an agent drafts every editable section and leaves the locked structure untouched.

Why use templates​

  • Consistency. Every document keeps the same structure, branding, and locked language, so nothing slips through when you reuse it.
  • Speed. An agent drafts the variable sections from a short brief, so a polished first draft takes seconds instead of hours.
  • Control. You decide exactly what stays fixed and what the agent writes, section by section.
  • Reuse. Build a template once and use it for every client, project, or report.

How it works​

  1. Create a template by importing an existing PDF, Word, or text document, or by building one from scratch in the block editor.
  2. Mark each section as Locked (verbatim) or Editable, and give every editable section a short agent description of what belongs there.
  3. Use the template from the Library or directly in chat. A guided wizard drafts each editable section so you can review, refine, and accept.
  4. Publish the finished document as PDF or Word. It lands in your Documents library, where you can find and edit it later.

Import a template from a document​

Already have the document in Word or PDF? Import it and Ordify turns it into a template.

  1. Open the Library, switch to the Templates view, click + New template, and choose Import a document.
  2. Upload a PDF, Word, or text file. Ordify extracts the document's structure (headings, paragraphs, lists, and tables) exactly as it is.
  3. On the Review sections step, go through the document and decide how the agent should treat each section.
    • Locked keeps the text exactly as written. Use it for section labels and standard language that never changes.
    • Editable lets the agent rewrite or fill the section. Each editable section gets an agent description, which Ordify suggests for you. Edit it, or click ✨ Regenerate to redo it from the section's current content.
    • Merge adjacent sections that belong together, such as an intro sentence and the bulleted list beneath it. The merged section's agent description updates automatically to cover the combined content.
    • You can also change a section's type, insert a new section, or delete one.
  4. On the Polish step, give the template a name and an optional description.
  5. Click Create. Your new template appears in the Templates list, ready to use.
tip

Importing keeps the document exactly as it is. Nothing is rewritten. The review step is simply where you decide which sections an agent should fill and which stay fixed.

Create a template from scratch​

Prefer to start with a blank canvas? Build the structure block by block.

  1. In the Library → Templates view, click + New template and choose Start blank. The block editor opens.
  2. Give the template a name at the top of the page.
  3. Add blocks to build the document: headings, paragraphs, lists, images, tables, dividers, and page breaks. The editor is on the left and a live preview updates on the right.
  4. For each block, set its mode:
    • Locked keeps the block exactly as written. Use it for titles, section labels, and boilerplate.
    • Editable lets an agent fill or revise it. Every editable block needs an agent description that tells the agent what content belongs there, for example "Summarize the project goals and list the key deliverables."
  5. (Optional) Add a cover, header, and footer with the scope tabs, and adjust page size and margins under Page formatting.
  6. Click Save.
note

A template can't be saved while an editable block is missing its description. The editor highlights any section that still needs one.

Use a template​

When you use a template, a guided fill wizard drafts every editable section for you. There are two ways to start it.

From the Library​

  1. In Library → Templates, find your template.
  2. Click Use on the tile, or open the template to preview it and click Use template.
  3. Work through the wizard:
    • Context. Give the document a title, choose the agent that will draft it, write a short brief (client, scope, dates, and anything else relevant), and optionally attach reference materials.
    • Workspace. The agent drafts every editable section. For each one you can Accept it, Edit the text inline, Regenerate it, Skip it, or open the 💬 refine chat to ask for changes such as "make this more formal" or "add the kickoff date."
    • Review. Confirm everything looks right, then continue to the final editor.
  4. In the final editor, make any last tweaks, then click Save as PDF or Save as Word to publish.

From the chat​

You can also fill a template without leaving a conversation. While chatting with an agent that has access to your templates, just ask for the document. For example:

"Draft the statement of work for Acme using our SOW template."

The agent finds the template by name and either drafts it and gives you a link to review in the wizard, or opens the guided wizard directly with your brief already filled in.

note

Only templates in your personal library or your organization can be used to fill documents. To use a public or starter template, copy it into your library first.

Find and edit your documents​

Every document you publish with Save as PDF or Save as Word is saved in your Documents library under the Template Output category.

  1. Open the Documents library.
  2. Select the Template Output category in the sidebar. The count next to it shows how many documents you've published.
  3. From there you can download any file, or reopen it for editing with the Edit in template action on the row. That takes you back to the editor, where you can make changes and publish again.
note

Publishing again replaces the previous version instead of adding a copy, so your library stays tidy.

Use cases​

  • Sales. A reusable proposal template with locked company boilerplate plus editable scope and pricing the agent drafts from a deal brief.
  • Consulting. A statement-of-work template filled per engagement, straight from a chat with your delivery agent.
  • HR. A standardized offer letter or onboarding plan where only the candidate-specific sections change.
  • Operations. A weekly status report the agent drafts from the week's updates.
  • Recruiting. A résumé or candidate-summary template with a fixed structure and per-candidate details filled in.

What's next​

  • Create an agent: templates are filled by an agent, so set one up to draft your documents.
  • Document library: where your published documents live and how to organize them.
  • Chat basics: fill and refine templates directly in a conversation.